Treasury Wine Estates Impacted by Softness in China, More Bad News to Come, Says Jefferies

MT Newswires Live

Oct 29

Treasury Wine Estates (ASX:TWE) is currently facing challenges due to softness in China, which implies reallocation as the rest of Asia continues to grow, said Jefferies in a Monday note.

The company on Oct. 13 withdrew guidance for earnings before interest and taxes growth at a group level in fiscal year 2026 due to uncertainty of outlook for its Penfolds and Treasury Americas businesses, and it paused an up to AU$200 million on-market share buy-back

Jefferies believes that the weakness in China is due to both cyclical and structural elements, adding to the troubles of the Australian winemaker.

The investment firm added that Wine Australia commentary suggests UK demand is being impacted by cost-of-living pressures, trade consolidation, among other challenges, which, along with tariff impacts, can cause further pressure on TWE.

Jefferies has kept a buy rating on Treasury Wine Estates and a price target of AU$8.50.

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